Financial Operations Coordinator

3 weeks ago

Halifax, Nova Scotia, Canada Perspective Financial Group Ltd Full time

Perspective Financial Group Ltd is recognized as a leading client-focused financial advisory firm in the UK, dedicated to serving both our clients and our employees. Established in 2008, we have expanded to over 35 local offices across the nation, employing 450 professionals, including more than 160 highly qualified financial planners and paraplanners.

We view financial planning as a professional discipline, offering specialized knowledge to individuals, families, corporations, and trustees. Many of our client relationships have lasted for over 25 years, spanning multiple generations.

We seek individuals who align with our client-focused philosophy, possess the determination and drive to achieve outstanding results, and have a genuine enthusiasm for personal and professional growth.

Our Purpose: We deliver expert, specialized financial planning and wealth management guidance that empowers our clients to optimize their financial resources, enabling them to prepare for and realize their desired future.

Our Vision: To cultivate a sustainable and socially responsible enterprise that earns the trust of our employees and clients, always prioritizing our core value of client-first service.

Our Core Values: Our clients are central to our mission. Our six fundamental values shape our daily operations:

  • Client-Centric Approach
  • Integrity in Actions
  • Commitment to Excellence
  • Trusted Family Partnership
  • Continuous Improvement
  • Team Collaboration

Perspective is committed to fostering a supportive and inclusive culture for our entire workforce.

Position Overview:

Are you eager to enhance your Financial Administration expertise within a Market Leading Wealth Management Company that boasts a well-established and successful administrative team? If so, we have an exciting opportunity for you.

We are currently seeking a Financial Administrator to become a vital part of our dynamic Halifax Office. This role is diverse and integral, and your experience in delivering high-quality administrative support will be essential to the entire team. You will serve as the primary contact for client inquiries related to pensions, investments, and protection, while also coordinating with product providers and managing various aspects of general office administration to ensure exceptional service for both internal and external stakeholders.

Office: Perspective (Brighter)

Working Hours: Monday – Friday 9am to 5:30pm with a one-hour break (37.5 hours). Part-time hours are also available.

Compensation: Competitive salary based on experience and qualifications, details available upon request.

Benefits: 25 days of holiday (increasing with tenure) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and additional shopping discounts.

Key Responsibilities: This role is crucial to our team, and you will be engaged in the daily administration of Wealth Management, ensuring that compliant and effective processes are adhered to and that information is accurately processed and maintained. Your duties will be varied and will encompass the responsibilities associated with Financial Administration, including but not limited to:

  • Client communication, both written and verbal.
  • Processing New Business applications.
  • Preparing client review documentation.
  • Scheduling client meetings and managing the Adviser's calendar.
  • Handling illustration requests.
  • Ensuring all financial planning client administration complies with the Firm's protocols.
  • Maintaining client records within the company software, ensuring files are well-organized, accurate, and compliant.
  • Responding to phone inquiries and requests, managing them appropriately.
  • Providing back-office support.

Given the nature of our business, the role may also involve additional responsibilities deemed reasonable.

Candidate Requirements:

The ideal candidate will have prior experience in a Financial Planning firm and must demonstrate motivation, friendliness, and professionalism at all times, with the ability to engage in conversations with third parties while representing the company positively.

Additionally, you should possess or be willing to develop skills in:

  • Proficient knowledge of IO and Platform.
  • Producing clear business correspondence and proofreading for accuracy in grammar, spelling, and punctuation.
  • Confidence in using IT and office software, including Teams, Outlook, Word, and Excel.
  • Managing and prioritizing workloads effectively.
  • Strong planning, organizational, and multitasking capabilities.
  • Analytical and problem-solving abilities.
  • Flexibility and adaptability to navigate change.
  • Excellent communication skills across all levels.
  • A collaborative team player with a positive attitude.
Additional Information:

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